Matthew Dublin (CRD# 2478058) is an Investment Advisor Representative working at Blue Investment Partners LLC in Danville, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Investment Partners LLC | Danville, CA | Sep 2018 - Current | 5 |
| Unemployed | Alamo, CA | Mar 2018 - Sep 2018 | < 1 |
| Aptigon Capital, Citadel LLC | San Francisco, CA | Aug 2016 - Mar 2018 | 1 |
| Visium Asset Management | San Francisco, CA | Mar 2016 - Jun 2016 | < 1 |
| Apex Capital, LLC | Orinda, CA | Jan 2005 - Feb 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
- CA
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$2,028,621
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, GA
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